No lookup for SOInvoice in GI

​@dgodsill97 I’m not quite sure this is the intention of the SOInvoice table, it’s kind of a bridge between SOOrder and ARInvoice, is there a reason neither of these tables could be used instead?

ARInvoice lookup does not show SO Invoices that have not been released.  If you go to AR Invoices and Memos you cannot find this invoices. They want to be able to look up an invoice and see all the AR Tran details.  This is an inquiry they had in GP and they want it in Acumatica.  90% of their orders are drop shipped so using the shipment as a lookup would not work. 

​@dgodsill97 You can just use SOOrder and then use conditions to only allow whichever status you want to see, does this work?

I will run by the client.  One twist is they ship every day but only invoice some customers at month end so using SO Orders that have been shipped might be better. Thanks,

Because they combine invoices from shipments, they need to be able look up an invoice to see what was shipped.  They can use the search box to find the invoice since the lookup is not available.  I may remove the parameters since they are useless.

Hi dgodsill97,

Here is my suggestion (I found an approach):

1. Create a DAC Extension: Add a custom field (e.g., UsrRefNbr) to the SOInvoice extension.

2. GI Parameters: In the Parameters tab, add new custom field (SOInvoice.usrRefNbr) 

3. GI Conditions: In the Conditions tab, map the parameters to the actual fields:

4. The lookup now appears, and the results are filtered correctly:

Note: the SOInvoice.RefNbr field does not display a lookup, because the field lacks a selector attribute in the standard DAC.

Thanks.  Would it be easier just to add a selector to the existing DAC?  

Thanks, I will pass this on to our development staff - they prefer I don’t do customizations that they have to fix.